Kpmg Personal Account For Retirement
Sponsored by Kpmg Llp C/O Total Rewards Dept · EIN 135565207 · Plan #013
- Total assets
- $272M
- Net assets
- $272M
- Active participants
- 373
- With balances
- 1,796
Plan year beginning 05/01/2024 · Target benefit, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch,Pierce,Fenner & Smith | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $82,566 |
| Willie Farr & Gallagher Llp | Legal, Direct payment from the plan | $13,583 |